Lingyun \China

Step 2 - Fleet Learning and Feature Expansion: Use data from initial deployments to train improved models for additional ADAS features: predictive collision warning, lane-keeping assistance, adaptive cruise control, and driver attention monitoring. Launch a subscription tier for consumers: $10-15 monthly for premium features like personalized driving insights and insurance discounts. Partner with Chinese insurance companies to offer 10-20% premium reductions for vehicles using Apex safety features. Goal: Expand to 50,000 vehicles across 5+ automaker partners, achieve $5M ARR from licensing plus $2M from consumer subscriptions.

Step 3 - Automaker Platform and White-Label SDK: Build a comprehensive software development kit that automakers can integrate into their vehicle operating systems, allowing them to brand Apex features as their own proprietary technology. Offer tiered pricing: basic safety features included in vehicle price, premium features sold as subscriptions with revenue share (60% automaker, 40% Apex). Develop a cloud dashboard for automakers to monitor fleet performance, push OTA updates, and analyze driver behavior data. Goal: Sign contracts with 3+ major automakers (target: Geely, Chery, GAC), deploy in 200,000+ vehicles, and achieve $20M ARR.

Step 4 - Data Moat and International Expansion: With millions of miles of Chinese driving data, Apex has a defensible moat that new entrants cannot replicate. Expand to Southeast Asian markets (Thailand, Indonesia, Vietnam) where driving conditions are similar to China but local automakers lack AI capabilities. Develop specialized models for commercial vehicles: delivery vans, taxis, and ride-hailing fleets where safety features directly reduce operating costs. Explore licensing deals with international automakers entering the Chinese market who need locally-trained ADAS systems. Goal: Reach 1M+ vehicles deployed, $100M ARR, and establish Apex as the default ADAS platform for mid-market automakers in Asia.